See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,951 | $80,673-35.6% | $101,326-48.7% | $84,808-38.7% |
| Participation rate | 97.6% | 77.8%+19.8pp | 81.5%+16.1pp | 68.3%+29.2pp |
| Annual return | 14.13% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,244 | $2,698-16.8% | $3,665-38.8% | $2,631-14.7% |
| Participant deferral / active EE | $7,792 | $6,840+13.9% | $7,994-2.5% | $4,212+85.0% |
| Admin fee / account holder | $21,951 | $12,784+71.7% | $11,185+96.3% | $7,344+198.9% |